Wealth transfer is inevitable, and most families are unprepared for it.
The generation by which most family wealth is gone without a plan.
Wealthy families have no real wealth-transfer plan in place.
The timeframe a thoughtful family legacy plan is designed to support.
Trillion will transfer from one person to another by 2045.
Not a trust. Not a will. A family bank.
Traditional estate planning tells your family what happens to your money after you’re gone. A Legacy Bank teaches them how to use it while you’re still here, with governance, education, and structure your estate attorney doesn’t provide.
01
Discover
We map your family’s goals, structure, and readiness.
02
Build
Our licensed legal and tax experts set up your Legacy Bank using the Regents Method.
03
Sustain
We stay on as your ongoing partner, keeping the plan and the family aligned for decades.
MEET THE FOUNDER
Hard-won wealth shouldn't disappear in a generation. Every family deserves the structure the wealthiest ones have always quietly relied on.
-Matthew Tullis
After four decades of guiding families through wealth transfer, Matthew saw the same pattern repeat: capital built in one generation, scattered by the third — not from bad intentions, but from the absence of a system.
Regents Legacy is his answer: a repeatable process, from family mapping and governance design through lifelong stewardship, that gives families a private family bank, backed by licensed legal and tax professionals at every step.
40+
Years guiding families through wealth transfer
Licensed
CPAs & attorneys on the team at every step
500+
Families served and legacies structured
GET IN TOUCH
Let's start the conversation.
We listen first, understanding your family's goals and values before recommending a single structure. Tell us where you are, and we'll show you the path to a lasting legacy.